SAP SuccessFactors and DocuSign integration + automation

Anyone in HR, finance, legal, sales, revenue operations, accounting, and more can use the low-code Tray Platform to rapidly stand up scalable DocuSign + SuccessFactors automation. Deeply connect DocuSign + SuccessFactors to kick off unlimited operations between any of your go-to tools or applications, including your ERP, accounting software, CRM, data management platform, collaboration platform, BI tools, project management platform, and much more.  

Boost efficiency and productivity with custom DocuSign + SuccessFactors automation. Use our full suite of pre-built connectors, data helpers, and custom logic operators to design customized automated workflows that meet your exact HR, documents, and payroll use cases. 

Now, you can share and sign documents faster to speed up any HR-related process and reduce wait times. You can sync contractor agreements with alerts around invoice signing and creation. Or, you can improve company-wide performance by accelerating sales, finance, and marketing-related agreement-sharing and provisioning. With the Tray Platform, anything is possible. 

Technical experts depend on the Tray Platform to handle heavy-duty data jobs that process billions of events every day. Plus, our elastic, serverless architecture ensures that everything you build on our platform scales with your evolving data needs.

Need to auto-add signed agreements to a record by syncing contract data across your HCM and DocuSign? Need to create new signature requests for new invoices directly within your accounting software? Need to automatically generate DocuSign documents when contact us forms are received? The Tray Platform has the flexibility to automate any process across your tech stack since it also connects popular tools such as Salesforce, WordPress, QuickBooks, HubSpot, Dropbox, NetSuite, Microsoft Office 365, Box, Microsoft Dynamics CRM, and many others.

Security professionals trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.